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Nigerian Stock Exchange Market Pick Alerts - Investment (9057) - Nairaland

Nairaland ForumNairaland GeneralInvestmentNigerian Stock Exchange Market Pick Alerts (15915261 Views)

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Re: Nigerian Stock Exchange Market Pick Alerts by Streetinvestor2: 5:42pm On May 31, 2025
Agbalowomeri:
Wahala be like..... grin grin grin
You too spoil
I will delay my insurance sales till end of this month make I observe your TA call on that sector. I done taya with aiico lol
Re: Nigerian Stock Exchange Market Pick Alerts by Amarachibaby(f): 5:45pm On May 31, 2025
Meerahbel:
Top Books on Stock Investing (With Brief Insights)
1. The Intelligent Investor – by Benjamin Graham
The foundational book of value investing.

Teaches you to invest with discipline, patience, and logic.

Introduces the idea of “Mr. Market” — a metaphor for market emotions.

Focuses on buying undervalued companies and holding long-term.
Thank you sir,pls do you have the pdf of any of the book mentioned

🧠 Warren Buffett called it the best investing book ever written.

2. Common Stocks and Uncommon Profits – by Philip Fisher
Focuses on qualitative analysis: management quality, innovation, and business growth potential.

Encourages long-term thinking and understanding company operations deeply.

3. One Up on Wall Street – by Peter Lynch
Shows how ordinary people can beat professional investors by investing in what they know.

Explains how to spot winning companies early, especially in everyday life.

Great for beginners looking for practical, real-world advice.

4. The Little Book of Common Sense Investing – by John C. Bogle
Advocates index fund investing: low-cost, diversified, long-term investing.

Teaches that time in the market beats timing the market.

Perfect for people who don’t want to pick individual stocks.

💡 John Bogle founded Vanguard and popularized index funds.

5. Rule #1 – by Phil Town
Simplifies the investing philosophy of Warren Buffett.

Breaks down how to analyze companies using a 4-part rule-based approach: Meaning, Moat, Management, and Margin of Safety.

Beginner-friendly and practical.

6. The Essays of Warren Buffett – by Warren Buffett (compiled by Lawrence Cunningham)
A curated collection of Buffett’s wisdom from his shareholder letters.

Covers everything from stock valuation to corporate governance.

Insightful if you want to think like a business owner when investing.

7. A Random Walk Down Wall Street – by Burton Malkiel
Advocates for efficient market theory: it’s hard to consistently beat the market.

Recommends diversification and passive investing.

Explains bubbles, market cycles, and behavioral pitfalls.

🎯 Want to Start With Just 1 or 2?
If you're a complete beginner, start with:

“The Little Book of Common Sense Investing” – for simplicity and index investing.

“One Up on Wall Street” – for learning to spot good companies in daily life.
Re: Nigerian Stock Exchange Market Pick Alerts by Agbalowomeri: 5:47pm On May 31, 2025
yMcy56:
Had to go and read my post again
How e come dey do you Oga Agba?.....you wan turn to Agbaya finish o 😁
grin grin grin
Re: Nigerian Stock Exchange Market Pick Alerts by Amarachibaby(f): 5:48pm On May 31, 2025
Meerahbel:
Top Books on Stock Investing (With Brief Insights)
1. The Intelligent Investor – by Benjamin Graham
The foundational book of value investing.

Teaches you to invest with discipline, patience, and logic.

Introduces the idea of “Mr. Market” — a metaphor for market emotions.

Focuses on buying undervalued companies and holding long-term.

🧠 Warren Buffett called it the best investing book ever written.

2. Common Stocks and Uncommon Profits – by Philip Fisher
Focuses on qualitative analysis: management quality, innovation, and business growth potential.

Encourages long-term thinking and understanding company operations deeply.

3. One Up on Wall Street – by Peter Lynch
Shows how ordinary people can beat professional investors by investing in what they know.

Explains how to spot winning companies early, especially in everyday life.

Great for beginners looking for practical, real-world advice.

4. The Little Book of Common Sense Investing – by John C. Bogle
Advocates index fund investing: low-cost, diversified, long-term investing.

Teaches that time in the market beats timing the market.

Perfect for people who don’t want to pick individual stocks.

💡 John Bogle founded Vanguard and popularized index funds.

5. Rule #1 – by Phil Town
Simplifies the investing philosophy of Warren Buffett.

Breaks down how to analyze companies using a 4-part rule-based approach: Meaning, Moat, Management, and Margin of Safety.

Beginner-friendly and practical.

6. The Essays of Warren Buffett – by Warren Buffett (compiled by Lawrence Cunningham)
A curated collection of Buffett’s wisdom from his shareholder letters.

Covers everything from stock valuation to corporate governance.

Insightful if you want to think like a business owner when investing.

7. A Random Walk Down Wall Street – by Burton Malkiel
Advocates for efficient market theory: it’s hard to consistently beat the market.

Recommends diversification and passive investing.

Explains bubbles, market cycles, and behavioral pitfalls.

🎯 Want to Start With Just 1 or 2?
If you're a complete beginner, start with:

“The Little Book of Common Sense Investing” – for simplicity and index investing.

“One Up on Wall Street” – for learning to spot good companies in daily life.
Thank you sir, pls do you have pdf of any of the book mentioned
Re: Nigerian Stock Exchange Market Pick Alerts by emmasoft(m): 6:03pm On May 31, 2025
cocolacec:
Seplat paid me twice.What was the total dividend per unit?
I don't think so. The normal end of year dividend of 3.6 cents and the special dividend of 3.3 cents were paid seprately and if you have different accounts with the registrars it's also treated separately when they are paying dividend. This is from experience.
Re: Nigerian Stock Exchange Market Pick Alerts by cocolacec(m): 6:08pm On May 31, 2025
emmasoft:
I don't think so. The normal end of year dividend of 3.6 cents and the special dividend of 3.3 cents were paid seprately and if you have different accounts with the registrars it's also treated separately when they are paying dividend. This is from experience.
Thanks
Re: Nigerian Stock Exchange Market Pick Alerts by SohSoh:
" BUY " RECOMENDATION : MECURE INDUSTRIES

Executive Summary



Mecure Industries Plc has demonstrated resilient financial performance for the fiscal year 2024/2025, underpinned by strong revenue growth, rising operating profitability, consistent commercial paper issuances, and a dividend payout to shareholders. With a year-on-year (YoY) revenue increase of 45% to ₦46.03 billion and a Profit After Tax (PAT) of ₦2.33 billion, the company remains well-positioned for sustainable expansion within Nigeria’s evolving healthcare landscape.



Given its favorable growth indicators, attractive valuation relative to peers, and continued investor confidence via capital market instruments, we recommend a BUY rating for Mecure Industries Plc.



Strategic Developments & Capital Structure



Mecure Industries has shown disciplined financial stewardship through the issuance of Commercial Paper (CP) to fund working capital and expansion needs. The company expanded its CP programme from ₦20 billion to ₦40 billion, demonstrating its creditworthiness and market confidence. Notable CP issuances include:

• Series 4 (April 2025): ₦9 billion at 22.5468% discount (267-day tenor)

• Series 3 (June 2024): ₦6.5 billion at 23.26%

• Series 2 (Feb 2024): ₦6.03 billion at 18.20%

• Series 1 (Dec 2023): ₦5.12 billion at 16.68%



The cumulative issuance of over ₦26 billion within a 16-month period reinforces the company’s access to debt capital markets and a robust funding strategy.



While Fidson leads in revenue and PAT, Mecure exhibits a balanced profile of profitability, dividend distribution, and manageable finance costs. Neimeth, despite high revenue growth, remains unprofitable and exposed to FX volatility.







Valuation & Investment Case

• Price-Earnings Ratio (P/E) (Est.): ~19.0x – In line with industry averages

• Dividend Yield: ~1.35% (₦0.15 per ₦11.10 share price)

• Debt Profile: Actively managed through CP issuances with market-reflective discount rates







Key Investment Drivers

1. Strong Earnings Momentum: PAT of ₦2.33bn and revenue growth of 45% YoY demonstrates robust operational efficiency.

2. Strategic Use of Debt Capital: CP programme shows active treasury management and funding agility.

3. Dividend Payment: Indicates shareholder value creation and financial stability.

4. Sector Growth: Nigeria’s healthcare and pharmaceutical sector continues to benefit from increased health spending, import substitution policies, and rising demand for local manufacturing.

5. Institutional Confidence: CP programme expansion and successful issuance point to strong investor trust and liquidity support.







Risks to Outlook

• Rising finance costs (₦4.98 billion) could impact bottom-line margins if not carefully managed.

• Heavy reliance on debt markets for working capital raises leverage concerns, particularly in high-interest environments.

• Macroeconomic risks including FX fluctuations and inflation could affect input costs and consumer demand.







Conclusion



Mecure Industries Plc presents a solid investment opportunity with strong fundamentals, strategic debt management, dividend income potential, and medium-term growth outlook. For investors seeking exposure to Nigeria’s pharmaceutical sector, Mecure offers a compelling mix of value, yield, and expansion capacity.



We assign a BUY recommendation, supported by stable financials, expanding operations, and disciplined capital management.







This recommendation is for informational purposes only and does not constitute investment advice. Investors are encouraged to conduct independent analysis or consult a licensed financial advisor before making any investment decision.

Re: Nigerian Stock Exchange Market Pick Alerts by Heishere: 7:17pm On May 31, 2025
SohSoh:
Executive Summary



Conclusion



Mecure Industries Plc presents a solid investment opportunity with strong fundamentals, strategic debt management, dividend income potential, and medium-term growth outlook. For investors seeking exposure to Nigeria’s pharmaceutical sector, Mecure offers a compelling mix of value, yield, and expansion capacity.



We assign a BUY recommendation, supported by stable financials, expanding operations, and disciplined capital management.







This recommendation is for informational purposes only and does not constitute investment advice. Investors are encouraged to conduct independent analysis or consult a licensed financial advisor before making any investment decision.
So after the comparison, you placed Mecure above Fidson because of commercial papers? Hope people are not paying you for this recommendation?
Re: Nigerian Stock Exchange Market Pick Alerts by Mpeace(m): 7:20pm On May 31, 2025
Agbalowomeri:
Have you divorced your favourite ACCESS grin
Lol. We are still in the marriage oh. The love done reduced.
I moved a little to Honeywell when I saw access at 23.40. I go return for the N1 interim.
Re: Nigerian Stock Exchange Market Pick Alerts by SohSoh: 7:26pm On May 31, 2025
Thank you for your comment. To clarify, this is a current BUY recommendation for Mecure Industries Plc,

Heishere:
So after the comparison, you placed Mecure above Fidson because of commercial papers? Hope people are not paying you for this recommendation?
Re: Nigerian Stock Exchange Market Pick Alerts by Sunrisepebble: 7:27pm On May 31, 2025
From my analysis Nascon is looking good for N70-N80 but it seems as if they’re overstated their EPS in Q1 huh huh

N’000 7,577,885 PAT, OS of 2,702,427,146 should give you N2.80
Re: Nigerian Stock Exchange Market Pick Alerts by Agbalowomeri: 7:31pm On May 31, 2025
Mpeace:
Lol. We are still in the marriage oh. The love done reduced.
I moved a little to Honeywell when I saw access at 23.40. I go return for the N1 interim.
ACCESS promised you N1 interim and you believe grin
Re: Nigerian Stock Exchange Market Pick Alerts by GeeKudi: 7:33pm On May 31, 2025
And he keeps posting the long piece repeatedly. We have seen it already nah cheesy

Heishere:
So after the comparison, you placed Mecure above Fidson because of commercial papers? Hope people are not paying you for this recommendation?
Re: Nigerian Stock Exchange Market Pick Alerts by SohSoh: 7:38pm On May 31, 2025
Thank you for your comment. To clarify, this is a current BUY recommendation for Mecure Industries Plc,

GeeKudi:
And he keeps posting the long piece repeatedly. We have seen it already nah cheesy
Re: Nigerian Stock Exchange Market Pick Alerts by Mpeace(m): 8:14pm On May 31, 2025
Agbalowomeri:
ACCESS promised you N1 interim and you believe grin
since this year, I have been in and out of Access like 4times. It's like each time I deposit money for investment it first goes to Access for small 5- 10% before Its final destination. Currently I hold 20% of my Access bank portfolio from January.
Re: Nigerian Stock Exchange Market Pick Alerts by Xidget: 8:19pm On May 31, 2025
Sunrisepebble:
From my analysis Nascon is looking good for N70-N80 but it seems as if they’re overstated their EPS in Q1 huh huh

N’000 7,577,885 PAT, OS of 2,702,427,146 should give you N2.80
Do you still think it can do 70 - 80 based on the 2.80 Eps?
Re: Nigerian Stock Exchange Market Pick Alerts by Panadee: 8:27pm On May 31, 2025
GeeKudi:
And he keeps posting the long piece repeatedly. We have seen it already nah cheesy
My guy still dey learn work for Loco hand grin
Re: Nigerian Stock Exchange Market Pick Alerts by Sunrisepebble: 9:38pm On May 31, 2025
Yes, my analysis was based on that

NFA/DYOR
Xidget:
Do you still think it can do 70 - 80 based on the 2.80 Eps?
Re: Nigerian Stock Exchange Market Pick Alerts by Streetinvestor2: 10:38pm On May 31, 2025
Heishere:
So after the comparison, you placed Mecure above Fidson because of commercial papers? Hope people are not paying you for this recommendation?
Lwkd .This na forest partner. He is looking for 10-20% gain
Re: Nigerian Stock Exchange Market Pick Alerts by Streetinvestor2: 10:42pm On May 31, 2025
Agbalowomeri:
ACCESS promised you N1 interim and you believe grin
You too doubt. Whr is thou faith men of Little faith
Re: Nigerian Stock Exchange Market Pick Alerts by SohSoh: 11:22pm On May 31, 2025
IF YOU LOOK HERE, AT REVENUE VS PEERS : I PLACED IT ABOVE NEIMETH AND BELOW FIDSON

SohSoh:
Thank you for your comment. To clarify, this is a current BUY recommendation for Mecure Industries Plc,
Re: Nigerian Stock Exchange Market Pick Alerts by SohSoh: 11:23pm On May 31, 2025
IF YOU LOOK HERE, AT REVENUE VS PEERS : I PLACED IT ABOVE NEIMETH AND BELOW FIDSON

Heishere:
So after the comparison, you placed Mecure above Fidson because of commercial papers? Hope people are not paying you for this recommendation?

Re: Nigerian Stock Exchange Market Pick Alerts by chimex38: 12:17am On Jun 01, 2025
May is over.. undecided
Re: Nigerian Stock Exchange Market Pick Alerts by Mfunkynation(m): 3:23am On Jun 01, 2025
Happy New month
Uncle Agba
Aunty Ymcy
Uncle Loco
Uncle sunrise
Uncle Mpeace
Uncle Emma
Uncle Street
Uncle coolcash
Uncle currentprice...
And the host of other great minds too NUMEROUS to MENTION 😁😁😁😁😁...
Re: Nigerian Stock Exchange Market Pick Alerts by Picky1: 4:55am On Jun 01, 2025
chimex38:
Thanks for the details and more insight.
I didn't know Dr. Mike Adenuga has a Stake in Silverlake.

However, with this, it means
Shareholding structure in Sterling Holding is:

Silverlake investment-->18.75%(25%-6.25%)

Dr. Mike Adenuga-->11.88%

Silverlake investment with 18.75% is still the Majority Shareholder(exclusive of Dr. Mike Adenuga).

Cc @Picky1
I dey follow you my Bros. Thank you! cool
Re: Nigerian Stock Exchange Market Pick Alerts by Picky1: 5:11am On Jun 01, 2025
Babygal2020:
Thanks boss. But can't I fill the forms online just like that of Stanbic IBTC?
FBNQUEST, FDSH etc. are seriously looking for customers and will be very happy to get you on.
Ensure you have all the required documents....We are proud of serious girls like you....please keep it up! cool
Send an email to FBNQUEST Customer Care: ccu@fbnquestmb.com
Re: Nigerian Stock Exchange Market Pick Alerts by Agbalowomeri: 7:04am On Jun 01, 2025
Streetinvestor2:
You too doubt. Whr is thou faith men of Little faith
Even if dem give you N1 interim, be sure that they won't increase year end dividend as they would normally do. Stinginess wan woundjure them.

How can you make N16 and you can't do giveaway with N6
Re: Nigerian Stock Exchange Market Pick Alerts by jonnysessy(m): 7:10am On Jun 01, 2025
The rate at which I get email messages from Chams, I wonder if I am a director in the company. They even just wish me a happy new month. I am very curious and wondering if other shareholders are receiving the mails too. If only they can use the energy to improve the company and pay me dividend or the price appreciate and I sell and make some gains. I have but only tasere units.
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